GOOG Return Rate
Total AssetsAvoid small caps, focus on Google, Tesla, Amazon, NVIDIA, Apple. Thanks for sharing$Tesla(TSLA.US)$Amazon(AMZN.US)$Alphabet - C(GOOG.US)
I have basically stayed away from small caps recently, some thoughts:
1. Is there a bubble in AI? Definitely, but companies with solid fundamentals and profitability won't have much bubble risk, no problem in the long run
2. We need to truly hold companies with real AI application scenarios, can't miss this decade of AI revolution, e.g. $Tesla(TSLA.US)
3. Many small companies riding the AI hype should be avoided first, need to see real application scenarios materialize
4. What are companies with solid fundamentals? For example: $Alphabet - C(GOOG.US) has Android OS, cloud, YouTube, search, ads; $Amazon(AMZN.US) has cloud, e-commerce, ads, streaming...
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